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When investing for different time frames, all you have to do is invest in separate portfolios for your short-, intermediate-, and long-term goals, right?

According to Vince Esposito and Rob Isbitts, it’s not that easy.

Today, Vince and Rob explore the strategy behind investing for multiple timeframes, debunking the popular “bucket theory” and explaining how and why Sungarden does things differently.

In this episode, you’ll learn:

• How Sungarden diversifies by thinking in multiple timeframes
• Why Sungarden doesn’t believe in a “set-it-and-forget-it” investment strategy
• The difference between a core and tactical investment, and how Sungarden uses each type in portfolios
• Why asset allocation shouldn’t be permanent
• And more!

Tune in now to learn more about Sungarden’s approach to investing for clients’ goals, no matter the time frame!

Resources:  Sungarden Investment Research | The Street Investing Climate Reports

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

Investing involves risk including possible loss of principal.  

Vince Esposito and Rob Isbitts are an Investment Advisor Representatives with Dynamic Wealth Advisors dba Sungarden Investment Research. All investment advisory services are offered through Dynamic Wealth Advisors. The material in the podcast has been distributed for informational purposes only.  The material contained in this podcast is not a solicitation to purchase or sell any security or offer of investment advice. No part of this podcast may be reproduced in any form, or referred to in any other publication, without express written permission.

Vince Esposito and Rob Isbitts are also the sub advisors of the Dunham Alternative Dividend Fund. Investors should consider the investment objectives risk factors charges and expenses of the Dunnam Alternative Dividend Fund carefully before investing. This and other important information is contained within the fund’s prospectus which may be obtained by contacting your financial adviser or by calling toll free 800-442-4358. Please read prospectus materials carefully before investing.

Podcast: Play in new window | Download

Subscribe: Apple Podcasts | Spotify | Email | TuneIn | RSS | More

Your investment advisor should be your teammate, not your opponent.

Today, Vince Esposito and Rob Isbitts explore the dynamics between investment advisors and investors, highlighting the benefits investors can enjoy from having a teammate relationship with their advisor.

In this episode, you’ll learn:

• Why transparency is a critical aspect of being a teammate
• The difference between an investment manager and holistic financial planner
• Which questions you should be asking your investment advisor
• How Vince’s and Rob’s specialized experience helps them manage money with more discernment
• And more!

Tune in and learn how to make the most out of your relationship with your investment advisor!

Resources:  Sungarden Investment Research | Dunham – Alternative Dividend Fund | Rob Isbitts’ Forbes Articles

Thank you for listening to The Investing Evolution Podcast. Click the subscribe button below to be notified when new episodes become available.

Investing involves risk including possible loss of principal.  

Vince Esposito and Rob Isbitts are an Investment Advisor Representatives with Dynamic Wealth Advisors dba Sungarden Investment Research. All investment advisory services are offered through Dynamic Wealth Advisors. The material in the podcast has been distributed for informational purposes only.  The material contained in this podcast is not a solicitation to purchase or sell any security or offer of investment advice. No part of this podcast may be reproduced in any form, or referred to in any other publication, without express written permission.

Vince Esposito and Rob Isbitts are also the sub advisors of the Dunham Alternative Dividend Fund. Investors should consider the investment objectives risk factors charges and expenses of the Dunnam Alternative Dividend Fund carefully before investing. This and other important information is contained within the fund’s prospectus which may be obtained by contacting your financial adviser or by calling toll free 800-442-4358. Please read prospectus materials carefully before investing.